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Disclosery

Allworth Financial LP: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on AXP, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 142,143 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,143 shares
    Change vs previous 13F -16,336 shares

    0.2% of the 13F portfolio, value $48,079,981.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 158,479 shares
    Change vs previous 13F -2,914 shares

    0.19% of the 13F portfolio, value $47,936,723.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 161,393 shares
    Change vs previous 13F -12,852 shares

    0.25% of the 13F portfolio, value $59,707,423.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,245 shares
    Change vs previous 13F -1,636 shares

    0.26% of the 13F portfolio, value $57,877,121.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 175,881 shares
    Change vs previous 13F +52,042 shares

    0.27% of the 13F portfolio, value $56,102,382.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,839 shares
    Change vs previous 13F -1,099 shares

    0.19% of the 13F portfolio, value $33,104,656.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 124,938 shares
    Change vs previous 13F +3,830 shares

    0.22% of the 13F portfolio, value $40,261,334.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 121,108 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $32,844,435.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).